The Hidden Math That Challenges Fujikura’s Boom
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The Hidden Math That Challenges Fujikura’s Boom
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Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom
Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?
Michael Allen joins Pranav Rao to break down:
• Why Fujikura’s EBITDA multiple expanded so sharply
• Why rising cable lengths won’t offset demand compression
• The psychology driving extreme AI-linked valuations
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Read the full Insight - https://skr.ma/K9VoF
Michael Allen - https://on.skr.ma/4ioddzz
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